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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

449 hedge funds and large institutions have $7.35B invested in Vanguard Dividend Appreciation ETF in 2014 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 205 increasing their positions, 129 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+27
Holders Change %
+6.4%
% of All Funds
12.91%
Holding in Top 10
72
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.37%
% of All Funds
2.07%
New
51
Increased
205
Reduced
129
Closed
22
Calls
$4.43M
Puts
$2.17M
Net Calls
+$2.26M
Net Calls Change
-$507K

Top Buyers

1
WIM
Windhaven Investment Management
Massachusetts
$1.35B
2
Bank of America
Bank of America
North Carolina
$1.14B
3
W
Wealthfront
California
$91M
4
HP
HT Partners
Connecticut
$29.4M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$19.5M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$390M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$101M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.16M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$13.5M
5
MIH
Madison Investment Holdings
Wisconsin
$8.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
176
Stifel Financial
Missouri
$2.88M +$401K +5,149 +16%
ICAS
177
Investors Capital Advisory Services
Massachusetts
$2.86M +$328K +4,208 +13%
SF
178
Synovus Financial
Georgia
$2.8M +$95.8K +1,229 +4%
CTC
179
Central Trust Company
Missouri
$2.77M – – –
Fidelity Investments
180
Fidelity Investments
Massachusetts
$2.76M +$1.02M +13,067 +58%
DCM
181
Donaldson Capital Management
Indiana
$2.76M +$348K +4,458 +14%
PSI
182
Pinnacle Summer Investments
Virginia
$2.76M +$2.76M +35,451 New
Charles Schwab
183
Charles Schwab
California
$2.73M +$2.73M +35,000 New
BA
184
Bridgewater Advisors
New York
$2.69M – – –
IH
185
IFC Holdings
Florida
$2.66M -$21.7K -278 -0.8%
RNS
186
Robert N. Shapiro
$2.66M +$37.4K +480 +1%
KA
187
Kovack Advisors
Florida
$2.66M +$1.07M +13,713 +67%
OPCM
188
Osborne Partners Capital Management
California
$2.58M – – –
GI
189
Glovista Investments
New Jersey
$2.56M +$1.46M +18,770 +134%
TFCP
190
Twin Focus Capital Partners
Massachusetts
$2.56M -$102K -1,305 -4%
SG Americas Securities
191
SG Americas Securities
New York
$2.52M +$2.52M +32,327 New
EHPM
192
Emery Howard Portfolio Management
California
$2.5M +$17.5K +225 +0.7%
HTC
193
Haverford Trust Company
Pennsylvania
$2.49M +$159K +2,041 +7%
EVM
194
Eaton Vance Management
Massachusetts
$2.26M +$54.6K +700 +2%
KCPG
195
Kavar Capital Partners Group
Kansas
$2.12M +$112K +1,434 +6%
GC
196
Gibson Capital
Pennsylvania
$2.09M +$1.66M +21,326 +386%
WBG
197
Wharton Business Group
Pennsylvania
$2.05M +$32K +410 +2%
SCG
198
Strategic Capital Group
Washington
$2.05M +$2.05M +26,316 New
CDIA
199
Capital Directions Investment Advisors
Georgia
$2.04M +$10.7K +137 +0.5%
SI
200
SII Investments
Wisconsin
$2.04M +$633K +8,122 +45%
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